Anic Equity¶
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Total return since start: 0.558 %¶
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Equity now: -----------------------------> 47588.54 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46190.52 Kr¶
PnL: ---------------------------------------> -698.05 Kr¶
DD now: ---------------------------------> -2.141 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 14:03:55.402330'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.640000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HMS Networks | 2 | 0.260000 | 782.000000 | 109.000000 | 16.200000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.660000 | 3538.000000 | 84.000000 | 2.430000 | 3453.999992 |
| HEBA B | 70 | -3.490000 | 2712.500000 | 76.500000 | 2.900000 | 2636.000010 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| SAAB B | 8 | -0.140000 | 3415.200000 | 38.200000 | 1.130000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.930000 | 384.200000 | 29.200000 | 8.230000 | 355.000000 |
| Resurs Holding | 22 | -1.190000 | 602.800000 | 28.800000 | 5.020000 | 573.999998 |
| AcadeMedia | 12 | 0.990000 | 585.120000 | 28.120000 | 5.050000 | 557.000004 |
| Swedbank A | 3 | 0.430000 | 591.900000 | 27.900000 | 4.950000 | 564.000000 |
| OEM International B | 7 | 0.260000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Intrum | 4 | -0.730000 | 544.000000 | 17.000000 | 3.230000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.910000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Securitas B | 6 | -1.730000 | 577.800000 | 7.800000 | 1.370000 | 570.000000 |
| Corem Property Group B | 59 | -5.290000 | 581.150000 | 4.150000 | 0.720000 | 576.999999 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | -0.410000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.830000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 561.750000 | -0.250000 | -0.040000 | 562.000005 |
| Coor Service Management Hold. | 8 | -1.850000 | 530.800000 | -1.200000 | -0.230000 | 532.000000 |
| Handelsbanken A | 5 | 0.600000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Midsona B | 63 | -0.110000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Fasadgruppen Group | 35 | 2.850000 | 3794.000000 | -17.000000 | -0.450000 | 3810.999990 |
| Boozt | 12 | -2.230000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| CTEK | 13 | -0.260000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| Essity B | 2 | 1.650000 | 543.200000 | -30.800000 | -5.370000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.350000 | 560.500000 | -34.070000 | -5.730000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.830000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| Vivesto | 1368 | 0.790000 | 558.420000 | -54.580000 | -8.900000 | 612.999432 |
| Essity A | 4 | 1.860000 | 1094.000000 | -55.000000 | -4.790000 | 1149.000000 |
| Beijer Electronics Group | 26 | 4.110000 | 2896.400000 | -74.600000 | -2.510000 | 2971.000006 |
| OX2 | 18 | 1.430000 | 1466.100000 | -197.900000 | -11.890000 | 1663.999992 |
| Axfood | 13 | 1.650000 | 3524.300000 | -231.700000 | -6.170000 | 3756.000001 |
| Ovzon | 52 | -2.240000 | 2719.600000 | -642.400000 | -19.110000 | 3361.999992 |
| TOTAL | 46190.520000 | -698.050000 | -2.14138% | 46888.564618 |
Updated:¶
'2023-01-30 14:04:08.616952'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
